Latest revenue
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Latest net income
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Not enough peer data in this industry to rank yet. The score will appear once we have at least a handful of comparable companies on the same page.
Community sentiment
Where do you think SPE is heading?
Price · 5Y
Market data
Price feed temporarily unavailable for SPE.
5-year trend
About SPE
Business description and risk factors will appear here once SPE's latest filing is fully ingested.
Earnings tracker
Not enough quarterly history for SPE yet to draw an earnings tracker.
Industry trend
Industry · SIC 0000
Your notes
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Insider activity
Insider buying
$249.1K
Insider selling
$135.4K
Net activity
+$113.8K
Distinct insiders
2
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns SPE
Institutional value
$16.3M
Total shares held
1.2M
Distinct holders
24
-19 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | Shaker Financial Services, LLC | 372.0K | $5.1M | +121.5K (+48.5%) | Added |
| 2 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 294.9K | $4.1M | +16.0K (+5.7%) | Added |
| 3 | GatePass Capital, LLC | 112.9K | $1.6M | -18.9K (-14.3%) | Trimmed |
| 4 | SCOTIA CAPITAL INC. | 110.0K | $1.5M | +1.8K (+1.7%) | Added |
| 5 | WOLVERINE ASSET MANAGEMENT LLC | 95.3K | $1.3M | +94.3K (+10068.9%) | Added |
| 6 | OPPENHEIMER & CO INC | 21.4K | $294.1K | +606 (+2.9%) | Added |
| 7 | Independent Advisor Alliance | 21.2K | $291.5K | — | New |
| 8 | Cetera Investment Advisers | 19.9K | $273.4K | -18.1K (-47.7%) | Trimmed |
| 9 | Sowell Financial Services LLC | 17.9K | $246.8K | +564 (+3.2%) | Added |
| 10 | NBC SECURITIES, INC. | 16.7K | $229.2K | -3.1K (-15.7%) | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 16.2K | $223.1K | +325 (+2.0%) | Added |
| 12 | TrueMark Investments, LLC | 16.2K | $223.0K | +1.3K (+8.7%) | Added |
| 13 | Live Oak Private Wealth LLC | 15.3K | $211.0K | +480 (+3.2%) | Added |
| 14 | PATRON PARTNERS, LLC | 14.3K | $196.4K | +449 (+3.2%) | Added |
| 15 | NWF Advisory Services Inc. | 14.2K | $195.9K | +634 (+4.7%) | Added |
| 16 | WELLS FARGO & COMPANY/MN | 11.2K | $153.7K | -704 (-5.9%) | Trimmed |
| 17 | Detalus Advisors, LLC | 10.4K | $143.7K | — | New |
| 18 | UBS Group AG | 5.2K | $71.0K | +230 (+4.7%) | Added |
| 19 | EASTERN BANK | 750 | $10.3K | +23 (+3.2%) | Added |
| 20 | Sound Income Strategies, LLC | 740 | $10.2K | +48 (+6.9%) | Added |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once SPE's latest filing finishes processing.
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